Defined Benefit (Pension) · DOL Form 5500 · 2022

Pfm Health Sciences, LP Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
38th
Percentile by assets National rank
$255,881
Avg per participant Above avg balance/head
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Official DOL plan name: Pfmhs Cash Balance Pension Plan · Sponsored by Pfm Health Sciences, LP · California · Finance & Insurance

$3M in assets, 10 participants

Pfm Health Sciences, LP's Pfmhs Cash Balance Pension Plan reported $3M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 38th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,351 in Finance & Insurance (9,261 peers)

Pfm Health Sciences, LP multi-year trail

Pfm Health Sciences, LP's plans moved +35.1% in assets from 2022 to 2024; this filing shows Pfmhs Cash Balance Pension Plan at $3M / 10 participants.

#2,351
in Finance & Insurance (9,261 peers)
+116.7%
assets growth YoY

Pfmhs Cash Balance Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Pfmhs Cash Balance Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,558,814 38th percentile higher than 38% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Pfmhs Cash Balance Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pfmhs Cash Balance Pension Plan is a micro filing (10 participants), the leftmost band.

Published 5500 schedule card

Filing strip 262000428 · Pfm Health Sciences, LP PY 2022 · Defined Benefit (Pension)

Pfmhs Cash Balance Pension Plan · $3M · 10 · 38th

  • BOOK $3M
  • VS-ST 10
  • BOY 38th
  • SCH Defined Benefit (Pension)
  • EBSA near Voith Paper Fabrics Salaried Pension Plan
  • PART ind #2351

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Pfmhs Cash Balance Pension Plan in the asset neighbourhood

Pfmhs Cash Balance Pension PlanPfmhs Cash Balance Pension P…$3MVoith Paper Fabrics Salaried Pension PlanVoith Paper Fabrics Salaried…$3MThe Lotts Agency Ltd Defined Benefit PlanThe Lotts Agency Ltd Defined…$3MInternational Longshoremens Assn Local Union Union 1416 Retirement Income PlanInternational Longshoremens …$3MOperative Plasterers and Cement Masons Local 394 Pension Trust FundOperative Plasterers and Cem…$3M
End-of-year total assets ($M) among Pfmhs Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pfm Health Sciences, LP multi-year asset trail

Sponsor-wide plan assets over time

All Pfm Health Sciences, LP plans reported in each filing year

Latest sponsor-wide plan assets
$33M 35.11652909365377% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.7M $33.3M ▲ +35.1%
Year Plans Participants Total Assets
2022 2 34 $25M
2023 2 41 $30M
2024 2 38 $33M

Pfm Health Sciences, LP filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN262000428
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pfmhs Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Pfmhs Cash Balance Pension Plan, Total assets ($B): 0.002558814 · Participants: 10Pfmhs Cash Balance Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Pfmhs Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Pfmhs Cash Balance Pension Plan side-by-side with 3 peers →

Pfmhs Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Voith Paper Fabrics Salaried Pension Plan in PA ($3M); by covered participants it is Wayne Savings Community Bank Defined Benefit Pension Plan in OH (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pfmhs Cash Balance Pension Plan assets move in 2022? ▼
Pfmhs Cash Balance Pension Plan surged - up 116.7% during 2022, from $1M to $3M. Reported net income was $1M.
How have Pfm Health Sciences, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pfm Health Sciences, LP's sponsor-wide assets grew 35.1%, from $25M to $33M.
Which Defined Benefit (Pension) plans are similar in size to Pfmhs Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Voith Paper Fabrics Salaried Pension Plan in PA ($3M, 79 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pfmhs Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wayne Savings Community Bank Defined Benefit Pension Plan in OH (10 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262000428.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.